How To: Get Help with Gen Dashboards

Purpose

Generative Dashboards are powerful but new — and questions will come up. Support is designed to help you troubleshoot quickly, whether it’s a data issue or a visualization/editing issue.

1. General Support Help → help.alliplatform.com

Use this if you need guidance or troubleshooting that isn’t caused by a product defect.
Examples:

• “How do I export my dashboard to Excel?”

• “Where do I find filters in Generative Dashboards?”

• “Can someone walk me through editing a chart in Code View?”

2. Bug Reports → help.alliplatform.com

Use this if something is broken or not working as intended.
Examples:

• “My dashboard won’t save when I apply filters.”

• “The data table export button isn’t downloading a file.”

• “Charts disappear when I switch from bar to line.”

3. Feature Requests → ideas.alliplatform.com

Use this if you want to suggest an improvement or new capability.
Examples:

• “Can we add a funnel chart type to Generative Dashboards?”

• “I’d like to pin multiple dashboards in a folder for clients.”

Support Process

• Go to help.alliplatform.com

• Select Alli Service Desk or any other Service Desk like {client name} Service Desk if your client has a separate support portal

• Select Alli Support Requests

• Select General Support Help or Report a Bug, depending on your request

  

• Fill out the required fields, and do not forget to include the link to the URL of the Dashboard and select Generative Dashboards

  

• When you are done filling out the form, hit send and the alli team will get back to you ASAP!

Support Channels

1. Alli Assist Bar

   • Dedicated support window: 10:20–11:20 AM weekly every Tuesday.

   • Engineers will be available to troubleshoot Gen Dashboards issues.

   • You can bring your client analyst if your question relates to a specific client’s data.

2. Prompt Bar & AI Help

   • Use the prompt bar for quick fixes (e.g., “make this a line chart with ROAS on the y-axis”).

   • If you hit errors in Code View, paste the error into the prompt bar or an AI chatbot to get guidance.

3. Documentation & Examples

   • Refer to these “How To” docs for step-by-step guides.

   • Explore example code snippets for advanced edits.

Best Practices

• Bring the right people: Analysts for data questions, engineers for chart/technical questions.

• Use AI first: Many edits can be handled by rephrasing your prompt or pasting an error into AI.

• Keep it reproducible: Be ready to share the dashboard, filters, and steps so support can replicate your issue.

• Escalate smartly: If a visualization request is too complex or non-standard, it may require engineering review.